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SUPPLIER SUPPORT SERVICES

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Q. How do I enable Virtual Cards as a payment method for my suppliers?: 000010721

Article Number: 000010721

The Virtual Card Program functionality provided through the Taulia portal is disabled by default. Customers must initiate a Taulia-enabled Virtual Card program through their CSM contact. 

Please find below instructions on how to configure suppliers to receive payment through Virtual Cards:

1 - Log onto the Home page of the portal.

2 - Go to the Suppliers menu and select Supplier Center.

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3 - Please select the supplier/s that will use Virtual Cards as a payment method and click on the Edit Card Program button.

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4 - Select the service provider from the drop-down menu and hit the Save button. 

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5 - You can see that the supplier has been assigned to the Card Program and that the supplier needs attention to complete the setup. Please click on the supplier name from the list.

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6 - Please click on the three dots beside the “Missing Card Delivery Email” warning in the Program table.

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7 - Buyer enters the supplier’s requested Card Delivery Email address and click on the Save button.

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8 - Now all approved invoices that reach maturity will now be paid via card and updated accordingly in the ERP after card issuance.


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TAULIA SUCCESS GUIDE

New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.

TOP FREQUENTLY ASKED QUESTIONS

Q. What is my vendor number?: 000003517

Your vendor information is accessible under My Details in the portal.

Q. How do I merge/combine my Taulia accounts into one?: 000003598

If you have more than one customer using the Taulia Portal and you need access to two or more accounts with the same login, you can combine your customers to one login.

Q. Why was my invoice rejected/voided?: 000003526

Your customer may leave a reason why an invoice is rejected, incomplete, voided and or a reason for other available statuses. It may also show you what stage of approval your invoice is in.

Q. How do I add or deactivate users?: 000003731

You can manage your account users in the portal and provide different levels of access.

Q. Why is the portal invoice number different from my invoice number?: 000003331

There are a few reasons why your invoice number might be slightly different than the number you submitted.

Q. How do we change user access to our account?: 000008655

Information on how to manage user access to your Taulia accounts.

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